Marotta Asset Management Schwab Strategic Tr Us Large C Transaction History

Marotta Asset Management

  • $483 Million
  • Q1 2024

A detailed history of Marotta Asset Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Marotta Asset Management holds 7,105 shares of SCHV stock, worth $525,770. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,105
Previous 8,179 13.13%
Holding current value
$525,770
Previous $573,000 5.93%
% of portfolio
0.11%
Previous 0.12%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 02, 2024
SELL
$68.82 - $75.98 $73,912 - $81,602
-1,074 Reduced 13.13%
7,105 $539,000
Q4 2023

Jan 03, 2024
SELL
$61.16 - $70.24 $26,054 - $29,922
-426 Reduced 4.95%
8,179 $573,000
Q3 2023

Oct 11, 2023
SELL
$64.45 - $69.39 $69,219 - $74,524
-1,074 Reduced 11.1%
8,605 $554,000
Q2 2023

Jul 05, 2023
SELL
$63.33 - $67.21 $74,729 - $79,307
-1,180 Reduced 10.87%
9,679 $649,000
Q4 2022

Jan 03, 2023
SELL
$64.27 - $69.24 $5,334 - $5,746
-83 Reduced 0.76%
10,859 $0
Q3 2022

Oct 11, 2022
SELL
N/A
-1,005 Reduced 8.41%
10,942 $0
Q1 2022

Apr 08, 2022
SELL
N/A
-797 Reduced 6.25%
11,947 $0
Q4 2021

Jan 13, 2022
SELL
N/A
-1,462 Reduced 10.29%
12,744 $0
Q3 2021

Oct 21, 2021
BUY
N/A
706 Added 5.23%
14,206 $0
Q2 2021

Jul 09, 2021
BUY
N/A
695 Added 5.43%
13,500 $0
Q1 2021

Apr 09, 2021
BUY
N/A
945 Added 7.97%
12,805 $0
Q4 2020

Jan 07, 2021
BUY
N/A
1,165 Added 10.89%
11,860 $0
Q3 2020

Oct 06, 2020
SELL
N/A
-4,760 Reduced 30.8%
10,695 $0
Q2 2020

Jul 06, 2020
SELL
N/A
-857 Reduced 5.25%
15,455 $0
Q1 2020

Apr 02, 2020
SELL
N/A
-3,157 Reduced 16.22%
16,312 $0
Q4 2019

Feb 04, 2020
BUY
N/A
19,469 New
19,469 $0

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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